Accounts - methods

Amend

Driver Type: SASI

Use this method to amend accounts. If the account does not exist, an error message is produced and the payload is rejected.

Uwaga: You cannot use this method to amend the status of the account. Instead, use one of the Open, Hidden, SuspendedHeld or Closed methods.

BulkCreateOrAmend

Driver Type: DJI

Use this method for the bulk loading of data or bulk amendment of data, or where performance is critical.

Uwaga:

Although the SASI method accepts dates and periods with slashes, the DJI method does not and expects dates in ddmmyyyy format and periods in pppyyyy format.

You cannot use this method to amend the status of the account. Instead, use one of the Open, Hidden, SuspendedHeld or Closed methods.

Uwaga: The DJI bulk Create or Amend component for Accounts replicates, but does not run, the SunSystems Chart of Accounts (COA) function. The DJI bulk Create or Amend method and the non DJI Create or Amend method generally perform the same validation rules, but the DJI method is faster when importing a large number of data records. DJI bulk imports do not apply rules defined in Rule Sets. If user business rules are required, they must be defined in a transformation attached to the transfer profile.

Closed

Driver Type: SASI

Use this method to amend the status of an account to 'Closed'.

Create

Driver Type: SASI

Use this method to create accounts. If the account already exists, an error message is produced and the payload is rejected.

CreateOrAmend

Driver Type: SASI

This method creates the account if it does not exist already and amends it if it does. To use the Create or Amend methods, you must know whether or not the account already exists, whereas this method can be used if you are unsure.

Uwaga: You cannot use this method to amend the status of the account. Instead, use one of the Open, Hidden, SuspendedHeld or Closed methods.

CreateReplaceOrDelete

Driver Type: SASI

Use this method to synchronize accounts. The account is created if it does not exist already and replaced if it does. If the account does not exist in the originating business unit, it is deleted.

Delete

Driver Type: SASI

Use this method to delete accounts.

DeleteChildData

Driver Type: SASI

This method deletes child data (Disallowed Currency Codes) but retains the parent record (Chart of Accounts).

Uwaga: Standard Text should be deleted using the Delete method for the StandardTextLanguageVariants component .

Hidden

Driver Type: SASI

Use this method to amend the status of an account to 'Hidden'.

Open

Driver Type: SASI

Use this method to amend the status of an account to 'Open'.

Query

Driver Type: Export

Use this method to obtain account details or to extract account data from SunSystems.

SuspendedHeld

Driver Type: SASI

Use this method to amend the status of an account to 'Suspended/Held'.